Powerful,
Profitable Planning

Made Easy

MoneyGuidePro®

MoneyGuidePro has been the most-used financial planning software for seven straight years, according to Financial Planning’s survey of RIAs.

Why? MoneyGuidePro's unique ability to make sophisticated, goal-based planning fast and easy. We believe every investor needs and deserves a
high-quality financial plan and that every advisor should have the means to provide it. Because MoneyGuidePro is smart, easy-to-use and adaptable, you can now
provide a profitable planning experience for every client. For college, retirement, estate and Social Security planning, asset allocation and insurance
needs analysis, tech integration and account aggregation, your choice is simple: MoneyGuidePro.

Edward G. Wiley, CMA, SS+D Financial, Inc.

Add-Ons

myMoneyGuide® is a 90-minute guided online planning experience where participants build their own personalized plan for retirement. Our
instructors moderate the process and position you as the financial professional who can help enhance and implement that plan.

MoneyGuideLive! is a hands-on interactive lab where advisors gain an understanding of how to effectively use MoneyGuidePro with their clients.
Our experts will coach attendees through multiple case studies and different facets of the software to help develop the knowledge to create and confidently
deliver an impactful financial plan.